|
1
|
Creative Planning
Overland Park,
Kansas
|
$104M
|
-$13.4M
|
-308,650
|
-12%
|
|
|
2
|
|
$21M
|
+$190K
|
+4,379
|
+1%
|
|
|
3
|
Huntington National Bank
Columbus,
Ohio
|
$18M
|
–
|
–
|
–
|
|
|
4
|
|
$6.55M
|
-$1.24M
|
-28,505
|
-17%
|
|
|
5
|
JP Morgan Private Wealth Advisors
San Francisco,
California
|
$5.89M
|
-$183K
|
-4,200
|
-3%
|
|
|
6
|
Bank of America
Charlotte,
North Carolina
|
$5.73M
|
+$82.6K
|
+1,901
|
+2%
|
|
|
7
|
Baystate Wealth Management
Boston,
Massachusetts
|
$4.57M
|
-$149K
|
-3,420
|
-3%
|
|
|
8
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$4.44M
|
-$390K
|
-8,970
|
-8%
|
|
|
9
|
Key Financial Inc
West Chester,
Pennsylvania
|
$4.23M
|
+$659K
|
+15,170
|
+20%
|
|
|
10
|
UBS Group
Zurich,
Switzerland
|
$3.33M
|
-$211K
|
-4,849
|
-6%
|
|
|
11
|
M&T Bank
Buffalo,
New York
|
$3.08M
|
-$158K
|
-3,625
|
-5%
|
|
|
12
|
Avidian Wealth Enterprises
Houston,
Texas
|
$2.99M
|
+$142K
|
+3,258
|
+5%
|
|
|
13
|
Commonwealth Equity Services
Waltham,
Massachusetts
|
$2.67M
|
+$234K
|
+5,384
|
+10%
|
|
|
14
|
Wells Fargo
San Francisco,
California
|
$2.64M
|
-$14.5K
|
-333
|
-0.6%
|
|
|
15
|
SOA Wealth Advisors
New York
|
$2.56M
|
+$2.37M
|
+54,529
|
New
|
|
|
16
|
StrategIQ Financial Group
Merrillville,
Indiana
|
$2.43M
|
-$38.9K
|
-895
|
-2%
|
|
|
17
|
Advisory Research
Chicago,
Illinois
|
$2.37M
|
+$1.12M
|
+25,850
|
+100%
|
|
|
18
|
Corda Investment Management
Houston,
Texas
|
$1.77M
|
-$81.1K
|
-1,865
|
-5%
|
|
|
19
|
Evanson Asset Management
Carmel,
California
|
$1.54M
|
+$1.3K
|
+30
|
+0.1%
|
|
|
20
|
LPL Financial
San Diego,
California
|
$1.22M
|
-$311K
|
-7,145
|
-21%
|
|
|
21
|
TCF National Bank
Sioux Falls,
South Dakota
|
$1.06M
|
-$296K
|
-6,820
|
-23%
|
|
|
22
|
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
|
$1.03M
|
+$5.39K
|
+124
|
+0.6%
|
|
|
23
|
KWMG LLC
Overland Park,
Kansas
|
$951K
|
-$22.6K
|
-519
|
-2%
|
|
|
24
|
Flow Traders U.S.
New York
|
$935K
|
+$885K
|
+20,360
|
New
|
|
|
25
|
Envestnet Asset Management
Chicago,
Illinois
|
$831K
|
-$215K
|
-4,945
|
-21%
|
|
